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Isabella Leslie-MillerCommunity Manager

published in Questions & Conversations

Top Questions of the Month - August

Every month, Pigmenauts bring their toughest challenges, clever ideas, and creative solutions to the Community.To celebrate this knowledge sharing, we’re highlighting the Top 5 Questions of August! The ones that sparked the most interest and views from fellow members 💡.Whether you faced the same challenge or want to learn new tips, these threads are a great place to explore, contribute, and connect. Variance Table Across Year and Version Dimensions – Seeking Advice by @Neo Perform an XLookup Equivalent in Transaction list by @Cindy08 Netsuite / Pigment Sync - Planning for future departments by @Lizhong Copy inputs between different version of a metric by @Cedric LJLookup function between two dimensions by @Kelvin Chan These questions reflect the curiosity and creativity of the Pigment Community, and your insights can make them even more valuable. If you’ve faced similar challenges, drop your ideas, solutions, or tips in the threads. Have your own question? Start a new thread and

1 day ago

Isabella Leslie-MillerCommunity Manager

published in Company News

Pigment recognized as a Visionary in its first inclusion in the Gartner® Magic Quadrant™ for Financial Planning SoftwareNews

Today, we’re pleased to announce that Pigment has been recognized as a Visionary in our first inclusion in the Gartner® Magic Quadrant™ for Financial Planning Software. We believe this recognition validates the hard work that’s gone into building the Pigment platform and how we’ve partnered with our customers over the past few years. We’d like to thank our customers, partners, advisors, and employees, past and present, for getting us to this point. Inclusion in the Magic Quadrant™ is a significant milestone for Pigment, and it gives the team great confidence as we move into 2025 and beyond. To download your complimentary copy, click here. Gartner disclaimer:Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statem

570

9 months ago

Isabella Leslie-MillerCommunity Manager

published in Welcome to the Community!

Welcome to the Pigment Community! 🎉

Welcome to the Pigment Community!We’re so grateful to have you here! The Pigment Community is your place to collaborate with, learn from and inspire other Pigmenters. Why should you explore the Pigment Community? 🔎We want you to be as confident as possible with Pigment. Through the Community, you get to engage with peers to share knowledge and expertise on using Pigment. We encourage you to share your insights and learnings, as others might well be facing similar questions. Above all, we want Pigment users to connect and engage with each other! I’m new here, where should I start? 👀💡 Good thing you asked – here’s how to get started!Register and complete your profile. Add a profile picture and fill out your profile details. Introduce yourself! We encourage all of our new members to introduce themselves in our Intro thread. I saw someone with a shiny badge and cool title, how do I get one? 🏅We reward active users publicly through a variety of badges and titles. Once you start posting

11741

2 years ago

BasMaster Author

asked in Questions & Conversations

Creating a textlist based on boolean metric

Hi everybody,I am making an event calendar for next year. This calendar contains all different kinds of events (like the winter olympics 2026, valentines day, etc.). This information is stored in a boolean metric dimensioned by Day, Event and Business Unit. Like so: Next - I would like to summarize this information in a text metric dimensioned by week and business unit. I would like to create a simple textlist of the Event dimension where any boolean is true. Like so:W6 FY 26: Winter Olympics 2026 W7 FY 26: Winter Olympics 2026, Valentines dayHow to best go about this? Any help is much appreciated. Thanks!

203

3 hours ago

Isabella Leslie-MillerCommunity Manager

published in Company News

Beat The Heat With Cool Updates 🧊Newsletter

We hope you're feeling refreshed from summer holidays and ready to tackle any upcoming planning cycles. This newsletter will help keep your Pigment skills and Boards up to date with August's latest product features and informed of opportunities to meet your peers! ✍️ Step up your formula-writing ✨ Create clearer approval workflows with Boolean buttons 👁️ Reduce disruptions with scheduled Snapshots 👥 San Francisco User Group - September 10th 🎟️ Upcoming European User Groups 🔐 Mastering Access Rights in Pigment: Best Practices and Troubleshooting tips 🤖 AI Agent demos for FP&A, SPM and SC planning Step up your formula writing Syntax guidance now appears while writing formulas! As you type, a help card guides you on a function’s required arguments.Plus, writing List Properties in formulas is more efficient than ever. Autocomplete now suggests List Properties of Dimension-type List Properties in formulas! Create clearer approval workflows with Boolean buttons Design workflow

1 day ago

haseebsahaakApprentice Author

asked in Questions & Conversations

Column Calculation based on Year Variable

I have below metric for selecting the last month of the year.I’m using it as a dynamic variable for Month dimension.I want to use it for YoY% (“Selected Year” vs. Previous Year) headcount variance. But it doesn’t work. How do I make this work? Or, how do I make a similar logic to calculate it for the Year (property of Month) selected from the Pages (being dynamic)?Currently, I’m calculating it for a specific Year (unlinked from the Pages in the main board) like below. P.S. The variable works well in Filter.

522

2 days ago

KevinMaster Author

asked in Questions & Conversations

Transaction List Maximum Size

Our team is thinking about future Pigment updates, primarily the upcoming AI capabilities. We are looking at bringing in more dimensions into our modeling to help better isolate actionable insights and plan at a more granular level. As a result, our source datasets (which we will bring into Pigment as transaction lists) are going to grow significantly. From millions to perhaps up to 100 million records. Are there any limits to the size of a transaction list? Will overall performance suffer? Just want to get a sense of the possible.Thank you!

452

2 days ago

FranckLPApprentice Author

asked in Questions & Conversations

Create a metric from a transaction with start and end date

Hello, I get a transaction from my ERP with not a specific date by line but a start and a end dateEmployee Project Start End Hours Emp001 Proj1 01/01/2024 05/01/2025 5 Emp001 Proj2 02/01/2024 04/01/2024 2 I need to create a metric with Employee/Project/Day dimensions in which for each dates between the start and end I put the number of hours 01/01/2024 02/01/2024 03/01/2024 04/01/2024 05/01/2024 Emp001 Proj1 5 5 5 5 5 Emp001 Proj2 2 2 2 Could you explain me the best way to do it ?

192

3 days ago

ChahatMaster Author

asked in Questions & Conversations

Creation of secondary Dimension list automatically

If there is a dimension list called “Documents list” , there is a boolean metric A with dimensionality “Documents” list and “Team” It’s a boolean metric which tells the documents are relevant to which all team(s), if a document XYZ is marked checked for “Team 1” and “Team 2”, then in the top page filter while choosing either Team 1/ Team 2 , “document XYZ” row should show upHow to create another dimension list say “Detailed documents” dynamically

312

4 days ago

valefApprentice Author

asked in Questions & Conversations

Calculated item to some metrics

Hi! I am trying to apply a calculated item to just one metric in a table and not to all of them. Basically, be able to display this (see photo attached), where I can assign no calculation to some metrics. Do you guys know how to do it? Thank you!

191

4 days ago

Catalina IbarraCommunity Manager

published in Career Forum

Career Spotlight - Robert Schimm

Introduction:Hello Pigmenteers! I’m Robert Schimm (@rschimm in the community). I’m based in San Francisco where I have spent the majority of my professional career over the past 10 years. I am originally from Northern California and currently work at Figma as a Senior Manager of Strategic Finance, focusing on corporate finance. You can see Robert’s full interview here: You’ve had a long career in finance. Can you tell us about your journey?My career began with an internship at Oracle on their M&A integration finance team, which gave me a foothold into the industry I wanted to join and eventually turned it into a full-time role. I then moved to Salesforce, where I worked in sales finance for nearly four years.In 2019, I joined Zoom shortly after their IPO and just before the pandemic. It was an extraordinary experience to be part of the company during a period of unprecedented growth, with all the ups and downs and the unique challenges of trying to scale a business almost overnigh

170

4 days ago

RushiApprentice Author

asked in Questions & Conversations

Change of Data Type Dimension between Source and Target Block

Suppose if a base metrics has Dimensions Product and Month with Data type CountryWe wish to have Target metric with unchanged Dimensions Product and Month but with Data type RegionHow can we get to the outcome in Target Metric

233

5 days ago

valefApprentice Author

asked in Questions & Conversations

Dimension triggered by an import

Hi! I have a dimension that is currently adding more and more data given that it is being triggered by an import in another tx list. Do you know how I can remove that trigger? Thank you!

392

8 days ago

TELIT002Apprentice Author

asked in Questions & Conversations

How to set up level-based hierarchies (e.g. cost center, profit center, products)

Hi there, I haven’t really found something related to this topic, hence this new one. I am fairly new to Pigment and have been working heavily with other planning solutions so far. What I see in every project is the need to easily set up parent-child hierarchies for cost centers, profit centers or products. Those can have many levels (e.g. a 10 level deep cost center hierarchy). In other solutions I would get all node and leaf items from a source system and add the respective parent in a separate hierarchy column (so I need to keep two columns maintained to have a full multi-level hierarchy). What is the equivalent of this in Pigment? Thanks everyone! *Update: my apologies, I was actually referring to parent child hierarchies. Would that change the approach?

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9 days ago

Isabella Leslie-MillerCommunity Manager

published in Welcome to the Community!

🌟 Introducing Our New Ranking System 🌟

You might have noticed something new next to your profile picture 👀 That’s right, we’ve refreshed our ranking system! 🎉The new look is designed to better reflect your journey and celebrate the many ways you contribute to the community. Some folks love answering questions, others enjoy starting conversations, and many share ideas that inspire. Whatever your style, there’s a rank that recognizes it.Ranks are awarded automatically, and you’ll always display the highest rank you’ve earned. Our ranking system in full - click to enlarge 👩‍🏫 Helpers: Sharing Knowledge Through Answers Do you like helping others by jumping in with answers and advice? Then the Helper path is for you. Apprentice Helper → 1+ answers Helper → 5+ answers Master Helper → 10+ answers 💡 Most people haven’t taken the leap to answer a question yet, so if you share your knowledge, you’ll stand out right away. ✍️ Authors: Starting Conversations Some members are natural conversation starters. Authors create new to

670

9 days ago

marielynngApprentice Author

asked in Questions & Conversations

Can I aggregate all of the same months?

I want to sum every month; for example I want March 2026 to be the sum of March 2020 + March 2021 + March 2022 + March 2023 + March 2024 + March 2025 (so anything after the actuals month needs to be a calculation of all prior months. Is that possible?

516

11 days ago

NeoAuthor

asked in Questions & Conversations

Variance Table Across Year and Version Dimensions – Seeking Advice

Hi everyone,I’ve come across a need to compare the current year’s forecast against next year’s live forecast, and noticed that this requires referencing two dimensions: Year and Version, or Year and Scenario. For example, I’m trying to build a variance table for a set of metrics where the variance is calculated as:(2025 Year + 2025 Forecast Snapshot) – (2026 Year + 2026 Live Forecast).Has anyone built something similar—where you can select different years and different versions (or scenarios) and calculate the variance between them?Thanks in advance!

8310

11 days ago

Spandan98Master Author

asked in Questions & Conversations

Formatting Parent Rows in Bulk

Hi Team,Is there a way to update the formatting of all parent rows at once?For example, we have data at the Location level in rows, with Country set as the parent. Instead of formatting each country one by one, can we apply the formatting to all parent rows together?I believe this would help us save significant time and effort.Thanks & Regards,Spandan

202

11 days ago

geoff_chovazAuthor

asked in Questions & Conversations

SFTP to ADP file size error

Has anyone received an error trying to set up an SFTP connection with ADP? It seems to be finding the file OK (we get a different error message if we put a non existent file) but is generating this error in Pigment: “Error while uploading the file. Cannot get the size of '/fromADP/xxxxxxxx.csv'" I’m not sure if it’s a permissions issue or something else.

171

12 days ago

Matthieu WalletApprentice Author

asked in Questions & Conversations

How to both display the Code & Name of a Dimension ?

Hi everyone,I would like to display both Code and Name of a Dimension, in a Table.Below is the objective which I created from screenshots:In the first row, “CESSION” is the Name of the Code “AU1”, in the “Business Area” Dimension.Thanks !

302

12 days ago

ChahatMaster Author

asked in Questions & Conversations

Submit Button

Is there a way in Pigment to submit a button?(i.e. similar to marking a checkbox as True)

724

12 days ago

Ben AdamsonApprentice Author

asked in Questions & Conversations

Adding notes to Forecasts

I want to be able to make specific notes about forecasted line items to document the rationale for the forecast. This would be particularly useful for when a default forecast calculation is overridden to be able to have documentation. Comments don’t seem to be a viable solution for this, as the comment can only be made on a cell within a grid, and if that cell is no longer visible in the view, (i.e. the switchover date changes and the forecast is hidden and replaced with actuals), it’s not there for anyone updating the forecast to see. I also dislike that comments are permanent and cannot be removed. Has anyone come up with a solution for this that they would be willing to share?

161

12 days ago

Cedric LJMaster Author

asked in Questions & Conversations

Copy inputs between different version of a metric

Hi,I have a set of metrics for wich I want to copy the input from one version to another.Version is a dimension ex: Budget 2025, Reforecast 2025….I have in mind something like using the function “ copy input between scenario” but at a version level.Thanks

484

16 days ago

sumitkumguptaApprentice Author

asked in Questions & Conversations

Formula Pigment Pro Workforce Planning

Hello, Can anyone tell where I am going wrong here?

303

17 days ago

andyzillaApprentice Author

asked in Questions & Conversations

How to calculate end dates in transaction list using next row's effective date (grouped by employee)

In a transaction list sorted by employee and effective date, how do I create a property that shows the next row's effective date for the same employee (or TODAY() if it's the last row)?"

211

18 days ago

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